DWM
CASY icon

Diversify Wealth Management’s Casey's General Stores CASY Stock Holding History

Diversify Wealth Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Buy
2,261
+897
+66% +$584K 0.03% 415
2025
Q4 		$825K Sell
1,364
-45
-3% -$24.8K 0.04% 356
2025
Q3 		$724K Sell
1,409
-160
-10% -$83.7K 0.04% 324
2025
Q2 		$815K Sell
1,569
-154
-9% -$71K 0.05% 302
2025
Q1 		$798K Sell
1,723
-135
-7% -$55.3K 0.06% 274
2024
Q4 		$717K Sell
1,858
-102
-5% -$41.1K 0.06% 275
2024
Q3 		$766K Sell
1,960
-155
-7% -$58K 0.07% 227
2024
Q2 		$787K Buy
+2,115
New +$706K 0.1% 194

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Wealth Management's CASY Position: Q1 2026 in Review

Diversify Wealth Management increased its Casey's General Stores (CASY) stake by 66% in Q1 2026, buying an estimated $584K and bringing the position to 2,261 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #415.

Diversify Wealth Management first reported a position in CASY in Q2 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Diversify Wealth Management held 2,261 shares of Casey's General Stores worth $1.77M as of Q1 2026.
  • Diversify Wealth Management bought 897 Casey's General Stores shares in Q1 2026, an estimated $584K.
  • Casey's General Stores made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #415 holding.
  • Diversify Wealth Management first reported a position in Casey's General Stores in Q2 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.